Buddy for SaaS

Keep users coming back, from first login to renewal.

Onboarding emails, launch announcements and renewal reminders get buried in crowded inboxes. On WhatsApp, your users read them in minutes and reply in the same thread, so they find value faster and stay longer.

Join the waitlist See how it works

For growth, product and customer success teams at B2B SaaS, developer tools and mobile apps

A product team working around a table with laptops

Hi Sofia, scheduled reports just landed in Harbor. You asked for them first, so you're the first to know.9:05

Perfect. Setting up Monday's now.

Opted ininside your product

Read2 min

Replied4 min

Read within the hour

How your users join In-product opt-in via API Website widget Opt-in page and QR Import with consent

Technology from

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Growth, product and success, all reaching users where they reply.

Growth

Signed up → first action, this week

Signed upRead nudgeRepliedFirst action

Growth: trials that get to the good part

Stalled on day one? On day two they get a WhatsApp nudge, read in minutes, and a question comes back you can answer in the thread.

Product

Scheduled reports are live, Hana. You asked for this one first, so you get it first.10:00

Finally. Setting up Monday's now.

Read within the hour

Product: launches people actually see

You shipped it. The customers who asked for it hear first, on the app they check all day, and tell you what's confusing while you can fix it.

Customer success

"Can my teammate join?"Question

"Yes, book me a demo"Interested

"Import stuck at 80%"Follow up

Yes, invite them from Settings. Want me to send the link?9:14

Success: every answer in one thread

Questions, yeses and stuck imports arrive sorted by what people mean. Your team answers in the same thread, and no reply slips through the cracks.

Two colleagues reviewing a new tool on a laptop

She started a trial on Tuesday.Your "Finish setup" email is still unopened. The WhatsApp nudge was read in three minutes, and she replied.

Trial users don't ignore your product. They ignore the channel.

Onboarding emails land in promotions. Tooltips get closed. The setup checklist is forgotten by the second login. But the same person checks WhatsApp all day and answers in seconds.

A five-email onboarding sequence that sits unopened while the trial runs out.

Trial users, paying customers and quiet accounts all get the same message.

Replies lost between support tickets, a sales inbox and someone's personal phone.

With Buddy, users say yes inside your product, each one hears what fits their day in the trial, and every reply lands in one inbox.

One API call, then Buddy does the rest.

Your developer adds one call. Growth and success run everything after it, with no new tickets.

Users say yes during setup

A new user ticks "Updates on WhatsApp" during setup. Your backend sends them to Buddy, tagged trial.

POST /api/v1/subscribers

Authorization: Bearer bd_live_…

{ "phone": "+46 70 123 45 67",

"name": "Sofia",

"tags": ["trial"] }

201 Created · opt-out respected

Sort them by where they are

Tags become audiences: trial with no first action, active but working alone, three days left on the trial.

Audiences

Trial, no first actionDay 2 nudge

Activated, working soloInvite the team

Trial ends in 3 daysPick a plan

Opted outNever messaged

Nudge, launch, reply

The welcome and the day-two nudge run on their own. Launches go out as WhatsApp messages. Every reply lands in one inbox.

Automation · First action

When: new subscriber · tag "trial"

Send welcome and the setup link

Wait 1 day, no first action

Send WhatsApp message: "Two minutes to your first dashboard"

Four messages a SaaS team sends in its first week.

Each one an approved WhatsApp template, written for one user, and every reply comes straight back to your team.

Onboarding

HarborBusiness account

Hi Sofia, your Harbor workspace is ready. Connect your first data source and your dashboard fills itself in two minutes.9:05

Done. Can my teammate join?

Yes, invite them from Settings. Want the link?9:14

Trigger · signed up, no first action

Feature launch

HarborBusiness account

Scheduled reports are live, Hana. You asked for this one first, so you get it first. Set one up under Reports and it lands in your inbox every Monday.10:00

Finally. Setting up Monday's now.

Audience · asked for scheduled reports

Trial ending

HarborBusiness account

Theo, your trial ends Thursday. Your three dashboards and the teammates you invited stay exactly as they are when you pick a plan.8:05

Which plan keeps the API?

Team and up. Want a 15-minute call?8:21

Audience · trial ends in 3 days

Win-back

HarborBusiness account

Hi Omar, your workspace is still here. Since you last logged in we added scheduled reports and faster exports. Want a two-minute tour?18:30

Sure, send it over

Audience · quiet for 30 days

Switch on a play. Watch it work.

Trials that reach the good part.

A welcome the moment they opt in, a nudge if the workspace sits empty, a how-to if they get stuck. Each one stops the moment they act.

Sofia L.Activated

Opted in · Tue 9:03

Welcome read · Tue 9:05

Nudge sent · Wed 9:00

Replied "Connected" · flow stopped

Launch to the customers who asked for it.

Tag everyone who asked, send to them first, and see who read and clicked within the hour.

WhatsApp message · Scheduled reports

SentDeliveredReadClicked

Users say yes inside your product and can leave with one word. Buddy records both.

"Can my teammate join?"Question

Every reply, sorted before you open it.

Interested, question, follow up, not now. Success answers right in the thread.

Consent records your security review will sign.

Every opt-in is saved with where and when it happened. One word from the user stops all messages, and that is saved too.

Sofia L.Opted in

SourceYour product · setup screen

RecordedTue 9:03

Opt-out wordSTOP, honoured instantly

Roles for growth, product and success.

Invite every team. Each person sees just what their job needs.

Number health, always in view.

Your quality rating and messaging limit from WhatsApp, right inside Buddy.

What your security review asks before growth hits send.

Anything else, ask Sarah.She reads and replies to every message.

Ask a question

Can a SaaS product message its users on WhatsApp?

Yes, with their permission. Buddy runs on the official WhatsApp Business Platform: every opt-in is recorded with its source and every opt-out is honoured on the spot. Meta's messaging policies apply, and you decide what you send.

How do users opt in?

Inside your product, with one API call when they tick the box during setup. They can also join through a website widget, an opt-in page or QR code, or you can import people who already said yes.

Can our product start the onboarding nudges?

Your product adds a user to Buddy with one API call the moment they opt in, with the tags you choose. Automations in Buddy then send the welcome, the nudge and the follow-up, and stop the moment the user replies.

Can trial users and paying customers get different messages?

Yes. Tags become audiences: trial, active, trial ending, quiet for a month. Each WhatsApp message goes to the audience you pick, and automations start the moment a tag is added.

How does Buddy handle our users' data?

Buddy is built for GDPR. You choose which fields come in, consent and opt-out stay on record, and our DPA and privacy policy cover the rest.

What does WhatsApp charge for these messages?

Meta charges for business messages by type and country. Your Buddy plan is separate from that.

Let's get your trial users to the good part.

Join the waitlist and tell us about your product. We'll send you the plays that fit your users.